CareRay(SH:688607) Ge Long Hui·2026-02-06 13:58Core Viewpoint - The company is investing 70 million RMB to acquire a 7.3684% stake in Pide Intelligent, aiming to enhance its diversified strategic layout and capitalize on structural opportunities in the AI medical imaging industry [1][2]. Group 1: Investment Rationale - The AI medical industry is experiencing rapid growth, with clear market potential and supportive national policies facilitating the implementation of AI in medical imaging and ultrasound quality control [2]. - Pide Intelligent has developed unique competitive advantages in the AI medical sector, particularly in ultrasound AI, and the investment will accelerate product development and market expansion [2]. - This investment represents a proactive attempt by the company to diversify its strategic layout and cultivate new economic growth points while maintaining stable development in its core business of X-ray flat panel detectors [2]. Group 2: Strategic Benefits - The investment is expected to optimize asset allocation and mitigate risks associated with single industry cycles by entering the high-growth ultrasound AI field [2]. - The underlying technologies of Pide Intelligent, such as image recognition, big data analysis, and AI algorithms, have commonalities with high-end equipment manufacturing and IT services, allowing the company to leverage strategic and business synergies [2]. - Successful resource integration and business expansion could open new growth avenues for the company, positively impacting its operational development [3].